Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$14.7K Sell
654
-11
-2% -$246 0.01% 432
2025
Q1
$15.1K Hold
665
0.01% 423
2024
Q4
$13.3K Sell
665
-38,582
-98% -$774K 0.01% 448
2024
Q3
$875K Buy
39,247
+7,525
+24% +$168K 0.38% 56
2024
Q2
$982K Buy
31,722
+3,605
+13% +$112K 0.47% 49
2024
Q1
$1.24M Buy
+28,117
New +$1.24M 0.62% 38